See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,741 | $113,339-17.3% | $94,993-1.3% | $147,584-36.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.06% | 20.77%-0.7pp | 27.12%-7.1pp | 578.55%-558.5pp |
| Employer contribution / active EE | $7,445 | $3,160+135.6% | $2,603+185.9% | $4,876+52.7% |
| Participant deferral / active EE | $1,424 | $3,777-62.3% | $3,317-57.1% | $5,439-73.8% |
| Admin fee / account holder | $2,761 | $6,063-54.5% | $4,960-44.3% | $10,885-74.6% |